Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SECURITY NATIONAL FINANCIAL CORPSNFCA · Entity 6207 | Sr. VP Life Ins. Inter. Op. | January 07, 2020 | January 10, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SECURITY NATIONAL FINANCIAL CORP
Report date January 07, 2020 · Filed January 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 135,549 |
Last balance in matching sequence
After 2020-01-07 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2020-01-07 · Exercise / conversion · Acquired 5,513 · Balance 139,691 F1: Of these shares of Class A Common Stock, 40,305 shares are held jointly by the reporting person with a daughter and son. Does not include 132,937 shares of Class A Common Stock owned indirectly by the reporting person in the Employee Stock Ownership Plan (ESOP), the 401(k) Retirement Savings Plan, and the Non-Qualified Deferred Compensation Plan and 34,555 shares of Class C Common Stock owned indirectly by the reporting person in the Employee Stock Ownership Plan (ESOP). Row 2 · 2020-01-07 · Tax withholding · Disposed 4,142 · Balance 135,549 F1: Of these shares of Class A Common Stock, 40,305 shares are held jointly by the reporting person with a daughter and son. Does not include 132,937 shares of Class A Common Stock owned indirectly by the reporting person in the Employee Stock Ownership Plan (ESOP), the 401(k) Retirement Savings Plan, and the Non-Qualified Deferred Compensation Plan and 34,555 shares of Class C Common Stock owned indirectly by the reporting person in the Employee Stock Ownership Plan (ESOP). |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.47 · Expires 2025-12-04 | Direct | 8,509 |
Reported balance
After 2015-12-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2015-12-04 · Grant · Acquired 8,509 · Balance 8,509 F2: This option was granted on December 4, 2015 as an option to purchase 7,000 shares of Class A Common Stock at an exercise price of $6.72 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.03 · Expires 2026-12-02 | Direct | 5,789 |
Reported balance
After 2016-12-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-12-02 · Grant · Acquired 5,789 · Balance 5,789 F3: This option was granted on December 2, 2016 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $7.03 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 3, 2017, February 2, 2018, and February 1, 2019. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.56 · Expires 2027-12-01 | Direct | 0 |
Reported balance
After 2017-12-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-12-01 · Grant · Disposed 5,513 · Balance 0 F4: This option was granted on December 1, 2017 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $5.05 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 2, 2018 and February 1, 2019. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.24 · Expires 2028-11-30 | Direct | 5,250 |
Reported balance
After 2018-11-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-11-30 · Grant · Acquired 5,250 · Balance 5,250 F5: This option was granted on November 30, 2018 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $5.52 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on February 1, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Of these shares of Class A Common Stock, 40,305 shares are held jointly by the reporting person with a daughter and son. Does not include 132,937 shares of Class A Common Stock owned indirectly by the reporting person in the Employee Stock Ownership Plan (ESOP), the 401(k) Retirement Savings Plan, and the Non-Qualified Deferred Compensation Plan and 34,555 shares of Class C Common Stock owned indirectly by the reporting person in the Employee Stock Ownership Plan (ESOP).
F2: This option was granted on December 4, 2015 as an option to purchase 7,000 shares of Class A Common Stock at an exercise price of $6.72 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019.
F3: This option was granted on December 2, 2016 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $7.03 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 3, 2017, February 2, 2018, and February 1, 2019.
F4: This option was granted on December 1, 2017 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $5.05 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 2, 2018 and February 1, 2019.
F5: This option was granted on November 30, 2018 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $5.52 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect a 5% stock dividend paid on February 1, 2019.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 05, 2014 Filed Feb 11, 2019 23:32 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 12,763 | $3.89 Strike: $3.89 | $49,648.07 |
DisclosureSEC source: 0001096906-19-000059 · primary_doc.xml · derivative · entry 3 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP Life Ins. Inter. Op. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,763 Underlying: Class A Common Stock · 12,763 shares Expires 2024-12-05 F4 · derivative.exercise_price: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F4 · shares: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F4 · price: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F4 · derivative.underlying_shares: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F4 · balance_after: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. Read SEC document |
| December 05, 2014 Filed May 22, 2019 19:07 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 12,763 | $3.89 Strike: $3.89 | $49,648.07 |
DisclosureSEC source: 0001096906-19-000216 · primary_doc.xml · derivative · entry 4 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP Life Ins. Inter. Op. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,763 Underlying: Class A Common Stock · 12,763 shares Expires 2024-12-05 F3 · derivative.exercise_price: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F3 · shares: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F3 · price: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F3 · derivative.underlying_shares: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F3 · balance_after: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. Read SEC document |
| December 05, 2014 Filed Dec 20, 2019 16:35 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,763 | $3.89 Strike: $3.89 | $49,648.07 |
DisclosureSEC source: 0001096906-19-000434 · primary_doc.xml · derivative · entry 3 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP Life Ins. Inter. Op. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,763 shares Expires 2024-12-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F2 · shares: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F2 · price: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F2 · derivative.underlying_shares: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F2 · balance_after: This option was granted on December 5, 2014 as an option to purchase 10,000 shares of Class A Common Stock at an exercise price of $5.02 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. Read SEC document |
| July 02, 2014 Filed Dec 20, 2016 00:02 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 5,513 | $3.88 Strike: $3.88 | $21,390.44 |
DisclosureSEC source: 0001096906-16-002100 · primary_doc.xml · derivative · entry 2 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,513 Underlying: Class A Common Stock · 5,513 shares Expires 2024-07-02 F2 · derivative.exercise_price: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015 and February 5, 2016. F2 · shares: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015 and February 5, 2016. F2 · price: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015 and February 5, 2016. F2 · derivative.underlying_shares: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015 and February 5, 2016. F2 · balance_after: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015 and February 5, 2016. Read SEC document |
| July 02, 2014 Filed Apr 26, 2017 17:04 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 5,789 | $3.69 Strike: $3.69 | $21,361.41 |
DisclosureSEC source: 0001096906-17-000272 · primary_doc.xml · derivative · entry 3 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,789 Underlying: Class A Common Stock · 5,789 shares Expires 2024-07-02 F4 · derivative.exercise_price: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016 and February 3, 2017. F4 · shares: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016 and February 3, 2017. F4 · price: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016 and February 3, 2017. F4 · derivative.underlying_shares: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016 and February 3, 2017. F4 · balance_after: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016 and February 3, 2017. Read SEC document |
| July 02, 2014 Filed Dec 13, 2017 20:08 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 5,789 | $3.69 Strike: $3.69 | $21,361.41 |
DisclosureSEC source: 0001096906-17-000786 · primary_doc.xml · derivative · entry 2 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,789 Underlying: Class A Common Stock · 5,789 shares Expires 2024-07-02 F2 · derivative.exercise_price: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016 and February 3, 2017. F2 · shares: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016 and February 3, 2017. F2 · price: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016 and February 3, 2017. F2 · derivative.underlying_shares: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016 and February 3, 2017. F2 · balance_after: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016 and February 3, 2017. Read SEC document |
| July 02, 2014 Filed Jul 2, 2018 21:38 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 6,078 | $3.51 Strike: $3.51 | $21,333.78 |
DisclosureSEC source: 0001096906-18-000373 · primary_doc.xml · derivative · entry 3 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP Life Ins. Inter. Op. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,078 Underlying: Class A Common Stock · 6,078 shares Expires 2024-07-02 F4 · derivative.exercise_price: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F4 · shares: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F4 · price: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F4 · derivative.underlying_shares: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F4 · balance_after: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. Read SEC document |
| July 02, 2014 Filed Dec 3, 2018 16:56 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,078 | $3.51 Strike: $3.51 | $21,333.78 |
DisclosureSEC source: 0001096906-18-000678 · primary_doc.xml · derivative · entry 4 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP Life Ins. Inter. Op. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,078 shares Expires 2024-07-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F3 · shares: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F3 · price: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F3 · derivative.underlying_shares: This option was granted on July 2, 2014 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.29 per share, but adjusted pursuant to the anti-dilution provisions of the 2013 Stock Option Plan to reflect 5% stock dividends paid on February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. Read SEC document |
| December 06, 2013 Filed Dec 20, 2016 00:02 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 5,789 | $4.16 Strike: $4.16 | $24,082.24 |
DisclosureSEC source: 0001096906-16-002100 · primary_doc.xml · derivative · entry 1 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,789 Underlying: Class A Common Stock · 5,789 shares Expires 2023-12-06 F1 · derivative.exercise_price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015 and February 5, 2016. F1 · shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015 and February 5, 2016. F1 · price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015 and February 5, 2016. F1 · derivative.underlying_shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015 and February 5, 2016. F1 · balance_after: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015 and February 5, 2016. Read SEC document |
| December 06, 2013 Filed Apr 26, 2017 17:04 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 6,078 | $3.95 Strike: $3.95 | $24,008.10 |
DisclosureSEC source: 0001096906-17-000272 · primary_doc.xml · derivative · entry 2 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,078 Underlying: Class A Common Stock · 6,078 shares Expires 2023-12-06 F3 · derivative.exercise_price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016 and February 3, 2017. F3 · shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016 and February 3, 2017. F3 · price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016 and February 3, 2017. F3 · derivative.underlying_shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016 and February 3, 2017. F3 · balance_after: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016 and February 3, 2017. Read SEC document |
| December 06, 2013 Filed Dec 13, 2017 20:08 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 6,078 | $3.95 Strike: $3.95 | $24,008.10 |
DisclosureSEC source: 0001096906-17-000786 · primary_doc.xml · derivative · entry 1 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,078 Underlying: Class A Common Stock · 6,078 shares Expires 2023-12-06 F1 · derivative.exercise_price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016 and February 3, 2017. F1 · shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016 and February 3, 2017. F1 · price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016 and February 3, 2017. F1 · derivative.underlying_shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016 and February 3, 2017. F1 · balance_after: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016 and February 3, 2017. Read SEC document |
| December 06, 2013 Filed Jul 2, 2018 21:38 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 6,382 | $3.75 Strike: $3.75 | $23,932.50 |
DisclosureSEC source: 0001096906-18-000373 · primary_doc.xml · derivative · entry 2 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP Life Ins. Inter. Op. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,382 Underlying: Class A Common Stock · 6,382 shares Expires 2023-12-06 F3 · derivative.exercise_price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F3 · shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F3 · price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F3 · derivative.underlying_shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F3 · balance_after: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. Read SEC document |
| December 06, 2013 Filed Dec 3, 2018 16:56 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 6,382 | $3.75 Strike: $3.75 | $23,932.50 |
DisclosureSEC source: 0001096906-18-000678 · primary_doc.xml · derivative · entry 3 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP Life Ins. Inter. Op. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,382 Underlying: Class A Common Stock · 6,382 shares Expires 2023-12-06 F2 · derivative.exercise_price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F2 · shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F2 · price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F2 · derivative.underlying_shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F2 · balance_after: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. Read SEC document |
| December 06, 2013 Filed Jan 3, 2019 22:43 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 6,382 | $3.75 Strike: $3.75 | $23,932.50 |
DisclosureSEC source: 0001096906-19-000003 · primary_doc.xml · derivative · entry 1 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP Life Ins. Inter. Op. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,382 Underlying: Class A Common Stock · 6,382 shares Expires 2023-12-06 F1 · derivative.exercise_price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F1 · shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F1 · price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F1 · derivative.underlying_shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. F1 · balance_after: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, and February 2, 2018. Read SEC document |
| December 06, 2013 Filed Feb 11, 2019 23:32 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 6,701 | $3.56 Strike: $3.56 | $23,855.56 |
DisclosureSEC source: 0001096906-19-000059 · primary_doc.xml · derivative · entry 2 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP Life Ins. Inter. Op. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,701 Underlying: Class A Common Stock · 6,701 shares Expires 2023-12-06 F3 · derivative.exercise_price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F3 · shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F3 · price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F3 · derivative.underlying_shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F3 · balance_after: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. Read SEC document |
| December 06, 2013 Filed May 22, 2019 19:07 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,701 | $3.56 Strike: $3.56 | $23,855.56 |
DisclosureSEC source: 0001096906-19-000216 · primary_doc.xml · derivative · entry 3 Christie Q. Overbaugh · CIK 0001320385 · Sr. VP Life Ins. Inter. Op. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,701 shares Expires 2023-12-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F2 · shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F2 · price: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F2 · derivative.underlying_shares: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. F2 · balance_after: This option was granted on December 6, 2013 as an option to purchase 5,000 shares of Class A Common Stock at an exercise price of $4.85 per share, but adjusted pursuant to the anti-dilution provisions of the 2003 Stock Option Plan to reflect 5% stock dividends paid on February 7, 2014, February 6, 2015, February 5, 2016, February 3, 2017, February 2, 2018, and February 1, 2019. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.